Background
Lane, Marc Jay was born on August 30, 1946 in Chicago, Illinois, United States. Son of Sam and Evelyn (Light) Lane.
Lane, Marc Jay was born on August 30, 1946 in Chicago, Illinois, United States. Son of Sam and Evelyn (Light) Lane.
University of Illinois (Bachelor of Arts, with high distinction, 1967). Northwestern University (Juris Doctor, 1971). Awarded recognition qsq "Registered Financial Planner, Master," International Association of Registered Financial Planner, Incorporated., Tampa, Florida, 1987.
Worked at The Law Offices of, Marc J. Lane A Professional Corporation (Chicago, Illinois) specializing in Federal and International Taxation, Trust and Estate Planning, Probate, Real Estate, Nonprofit, Litigation, Corporation, Securities and Banking Law. Admitted to the bar, 1971, Illinois and United States. District Court, Northern District of Illinois.
1974, United States.
Tax Court. Master Registered Financial Planner, The International Association of Registered Financial Planners, Incorporated., 1987. Registered Financial Consultant: The International Association of Professional Financial Consultants, Incorporated., 1994.
The International Association of Registered Financial Consultants, Incorporated., 1995. Recipient: Certificate of Merit for Distinguished Service to the Community, Dictionary of International Biography.
Lincoln Award, Illinois State Bar Association, 1973 and 1977.
Certificate of Recognition, Chicago Dental Society, 1977. Distinguished Service Award, Grant A Wish, Incorporated., 1990. "Crystal Globe" Award, Tax Executives Institute, 1992.
Certificate of Special Congressional Recognition, United States Congress, 1995.
President William J. Clinton Certificate of Recognition for Outstanding Contributions to the White House Conference on Small Business, 1995. Recognition as a "Business Leader," Small Business Survival Committee, 1996.
Certificate in Recognition and Appreciation of Outstanding Service, Illinois State Bar Association, 1996. Award in Appreciation for Distinguished Membership, International Association for Financial Planning, 1996.
Certificate of Congressional Recognition, United States Congress, 1996.
Certificate in Mediation, Northern Illinois University College of Law, 1995. Certificate in Long-Term Care Insurance, Professional Training Services, 1995. Certificate of Completion, Securities Arbitration Training, National Association of Securities Dealers, Incorporated., 1996.
Illinois Real Estate Broker, Illinois Department of Professional Regulation, 1996.
Illinois Insurance Broker, Accident/Health, Fire, Casualty, Life, Variable Contracts and Long Term Care, Illinois Department of Insurance, 1969. Registered Investment Advisor, United States.
Securities and Exchange Commission and Illinois Secretary of State, 1987. Author: Books: "The Doctor"s Lawyer: A Legal Handbook for Doctors," Charles C. Thomas, 1974.
"Legal Handbook for Small Business," American Management Association, 1978.
"The Doctor"s Law Guide: Essentials of Practice Management," West.B. Saunders Company, 1979. "The Professional Corporation," Medico-Legal Institute, Incorporated., 1979. "Taxation for Small Manufacturers," John Wiley and Sons, 1980.
"Taxation for Engineering and Technical Consultants," John Wiley and Sons, 1980.
"Taxation for Small Business," first edition, John Wiley and Sons, 1980. "Taxation for the Computer Industry," John Wiley and Sons, 1980.
"Corporations: Pre-Organization Planning," Bureau of National Affairs, 1980. "Legal Handbook for Nonprofit Organizations," American Management Association, 1981.
"Taxation for Small Business," second edition, John Wiley and Sons, 1982.
"Amortization of Intangibles," Bureau of National Affairs, 1983. "Purchase and Sale of Small Businesses: Tax and Legal Aspects," Wiley Law Publications, 1985. "Impact of 1986 Tax Code on Closely Held Businesses," The Law Offices of Marc J. Lane, A Professional Corporation, 1986.
"Representing Corporate Officers and Directors," Wiley Law Publications, 1987.
"Legal Handbook for Small Business," revised edition, American Management Association, 1989. "Purchase and Sale of Small Businesses," second edition, Wiley Law Publications, 1991.
"Purchase and Sale of Small Businesses: Forms," second edition, Wiley Law Publications, 1991. Monographs: "An Overview of the 1987 Tax Acting," The Law Offices of Marc J. Lane, A Professional Corporation, 1988.
"An Overview of Recent Legislative Changes Affecting Employee Benefit Plans," The Law Offices of Marc J. Lane, A Professional Corporation, 1988.
"A Summary of the Family and Medical Leave Acting of 1993," P.L. 103-3, The Law Offices of Marc J. Lane, A Professional Corporation, 1993. "Key Features of the Revenue Reconciliation Acting of 1993," The Law Offices of Marc. J. Lane, A Professional Corporation, 1993.
"Incentive and Opportunities for Israeli Companies to Do Business in the United States, The Law Offices of Marc J. Lane, A Professional Corporation, June, 1994.
"United States. Credit Facilities Available to Argentine Enterprises Doing Business in the United States," The Law Offices of Marc J. Lane, A Professional Corporation, July, 1994. Articles: "Why Incorporate?" The Optical Journal and Review of Optometry, April 1, 1972.
"Why Should I Incorporate?" Optometric Weekly, April 20, 1972. "Discrimination in Corporate Pension and Profit Sharing Plans," Illinois Bar Journal, November, 1973.
"Sole Practitioner Gives an Approach to Building a Library," Chicago Bar Association Young Lawyers Journal, March/April, 1974.
"Doctorate.I.S.C."s in Perspective," American Bar Association Journal, Volume 60, June, 1974. "DISC in Perspective: An Evolutionary Survey of Domestic International Sales Corporations," Illinois Bar Journal, Volume 63, Number. 4, December, 1974; "The Malpractice Menace: What You Should Know About lieutenant," Optometric Management, May, 1975.
"That Certain Subject: Tax Season News and Views From Four Illinois Specialists," The Institute Report, Volume South, #30, Illinois Institute for Continuing Legal Education, January 12, 1976.
"The Legal Risks You Run Prescribing Contacts," Optometric Management, March, 1977. "Partnerships: Friction-free Togetherness," Journal of the Illinois Chiropractic Society, Summer, 1977.
"Foreign Transfers Under the Tax Reform Acting of 1976," Illinois Bar Journal, December, 1977. "How Gift-Leasebacks Work for Tax-Exempts," Nonprofit World Report, July-August, 1983.
"Using Leverage in Partnership Investments," The Stanger Register, October, 1987.
"How to Handle Tax Reform"s Impact on Closely Held Business," The Practical Accountant, October, 1987. "New Liability Laws: Investors Aren"t the Only Ones at Risk," Private Banking, Fall, 1988. "Are Your Donors" Dollars Deductible?" Nonprofit World, May-June, 1989.
"Are Consulting Fees Related or Unrelated Income?" Nonprofit World, July-August, 1989.
"Employee or Independent Contractor - How to Tell?" Nonprofit World, September-October, 1989. "Leasing Employees: Solution of the Future?" Nonprofit World, November-December, 1989.
"Contracting for Communications Services," Nonprofit World, January-February, 1990. "Exempt Status Options-Which is Best?" Nonprofit World, July-August, 1990.
"Challenges to Nonprofits" Tax Status: Is There Cause for Alarm?" Nonprofit World, July-August, 1991.
"Partnership," parts 1 and 2, Optometric Economics, October and November, 1991. "Does lieutenant Matter Where We Incorporate?" Nonprofit World, November-December, 1991. "Why is our Property-Tax Exemption Being Challenged?" Nonprofit World, January-February, 1992.
"Can We Exclude Certain People from Membership?" Nonprofit World, March-April, 1992.
"Can Our Organization Issue Stock?" Nonprofit World, May-June, 1992. "Can Fellowship Money Be Considered Income?" Nonprofit World, July-August, 1992.
"Can Personal Lobbying Jeopardize Your Organization?" Nonprofit World, November-December, 1992. "Fundraising for Foreign Charities," Nonprofit World, January-February, 1993.
"Executive Pay Options Ease Equity Dilemma," Crain"s Small Business, September, 1993.
"Your Employees and Your Retirement Plan," Nonprofit World, November-December, 1993. "Executive Pay Options Ease Equity Dilemma," Michigan Hardware Retailer, Volume 98, Issue 4, January, 1994. "lieutenant Might Not Pay to Delay Director"s Fees," Crain"s Small Business, May, 1994.
"Property for Profit," Winning Strategies, Volume 1, Issue 2, Summer, 1994.
"Foreign Exporters, Routing Goods Via Israel Can Yield Big Savings," Crain"s Small Business, September, 1994. "Lease Inducements Help Attract New Tenants," The Metro-Chicago Office Guide," Fourth Quarter, 1994.
"Partnerships Can Register With Limited Liability Company Option," Crain"s Small Business, December, 1994/January, 1995. "General Agreement of Tariff and Trades Lowers Tariffs But Raises New Taxing Questions," Crain"s Small Business, March, 1995.
"Don"t Buy Office-the-Shelf Power of Attorney," Crain"s Small Business, September, 1995.
"This Trust Allows Charity to Begin at Home," Crain"s Small Business, December, 1995/January, 1996. "Don"t Tell lieutenant to the Judge, Try a Mediator," Crain"s Small Business, April, 1996. "Clicking on Internet Stock Plays," Crain"s Small Business, November, 1996.
"New Job Reference Law Is Number Blank Check," Crain"s Small Business, February, 1997.
Other Media: "Keeping What"s Yours, Foreign Yourself and Your Family," American Management Association, 1982. "Financing Growth in Today"s Economy," American Management Association, 1982.
"Tax Planning for the Smaller Businesses," American Management Association, 1982. "The Family and Medical Leave Acting of 1993," Illinois State Bar Association.
Company-Author: Books: "Twenty-Third Annual Federal Tax Course," Illinois Institute for Continuing Legal Education, 1980.
"Due Diligence: Process, Participants and Liability," College for Financial Planning, 1988. "Business Advice & Financial Planning for Lawyers," Illinois State Bar Association, 1995. "Elder Law: Meeting the New Challenges When Advising Elderly Clients," Illinois Institute for Continuing Legal Education, 1997.
Other Media: "Business Legal Forms Disk Library," John Wiley and Sons, Incorporated., 1992.
Adjunct Professor, Institute for Entrepreneurial Studies, College of Business Administration, The University of Illinois at Chicago, 1996. Visiting Instructor, 1974-1982 and Lecturer, 1983-1992, Optometric Jurisprudence, Illinois College of Optometry.
Chairman of the Board, 1987-1991, Advisory Board Member, 1992 and Honorary Board Member, 1992, Grant A Wish, Incorporated. Volunteer Attorney, 1976 and Lecturer, 1976, Lawyers for the Creative Arts.
Member, Estate Planning Council, Saint Xavier College.
Member, Legal Advisory Board, 1995-1997 and Chair, Committee on Business and Tax Legislation, Fifth Congressional District, Illinois, United States Congress. Governing Member, Chicago Symphony Orchestra, 1997. Chairman and Member, Steering Committee, National Academy of Elder Law Attorneys in Formation, Illinois Chapter, 1993-1994.
Participating Attorney, Legal Services Network, American Association of Retired Persons, 1996.
Congressionally Appointed Delegate, White House Conference on Small Business, 1995. Special Consultant, Bureau of National Affairs, Incorporated.
Mentor, Northwestern University, 1992. Hearing Officer, Illinois Conference on Small Business, 1981.
President/Attorney, The Law Offices of Marc J. Lane, A Professional Corporation, 1971.
Chairman of the Board, Marc J. Lane & Company, general securities and investment banking, 1985. Chief Executive Officer, 1991. President: Longmeadow Associates, Limited, merchant banking, 1984.
Longmeadow Insurance Services, Incorporated., risk management, 1984.
Listed in: Who"s Who in American Law. Who"s Who in Finance and Industry.
Who"s Who in the Midwest. International Who"s Who.
National Directory of Who"s Who in Executives and Professionals.
International Authors and Writers Who"s Who. Who"s Who Registry of Business Leaders. Experience Registry, National Academy of Elder Law Attorneys, Incorporated.
Member: Chicago, Illinois State (Vice Chair, Networking Committee, 1993-1994 and Chair: "Peoples" Law School" Committee, 1994-1995.
Legislative Committee, 1995-1996, Business Advice and Financial Planning Section Council. Member, Speakers" Bureau), American (Chair, Attorney Program Subcommittee.
Liaison, Committee on Attorneys in Small Firms. Member, Closely Held Businesses Committee, Section of Taxation, 1993-1994.
Vice-Chair, Closely Held Businesses Committee, Section of Taxation.
Chair, Continuing Legal Education Subcommittee and Closely Held Businesses Committee, Section of Taxation, 1994-1996) and International (London) Bar Associations. Chicago Council of Lawyers (Past Chair, Committee on Corporate Responsibility). The International Association of Professional Financial Consultants, Incorporated.
(Charter Member).
National Academy of Elder Law Attorneys (Member, Chapters Committee. President, 1994-1995 and Director, 1994-1996, Illinois Chapter). Medico-Legal Institute, Incorporated.
(President, 1976).
National Association of Securities Dealers, Incorporated. (Member, Board of Arbitrators, 1996. General Securities Principal, 1996).
International Association for Financial Planning (Member, Practitioner"s Division, 1991).
National Association of Corporate Directors. International Trade Association of Greater Chicago.
Chicagoland Chamber of Commerce. North Business and Industrial Council.
Attorney"s Title Guaranty Fund, Incorporated.
The Law Offices of Marc J. Lane and its financial services affiliates are uniquely structured to create and implement business, tax, retirement, investment, estate, and succession planning strategies for individual, corporate, and nonprofit clients.
The Doctor’s Lawyer: A Legal Handbook for Doctors, Charles C. Thomas, 1974. "Review of Tax Reduction Act of 1975 and Tax Planning Opportunities," with Alvin G. Becker, 32nd Annual Federal Tax Course, Illinois Institute for Continuing Legal Education, 1975. Legal Handbook for Small Business, American Management Association, 1977.
Revised edition, 1989. The Professional Corporation, Medico-Legal Institute, Inc., 1979. Corporations—Pre-Organization Planning, Tax Management, Inc., 1979 and 1983.
The Doctor’s Law Guide: Essentials of Practice Management, W. B. Saunders Company, 1979. Taxation for Small Business, John Wiley & Sons, Inc., 1980. Legal Handbook for Nonprofit Organizations, American Management Association, 1980.
Taxation for Small Manufacturers, John Wiley & Sons, Inc., 1980. Taxation for Engineering and Technical Consultants, John Wiley & Sons, Inc., 1980. Taxation for the Computer Industry, John Wiley & Sons, Inc., 1980.
Taxation for Small Business, Second Edition, John Wiley & Sons, Inc., 1982. Amortization of Intangibles, Tax Management, Inc., 1983. "Purchase and Sale of Small Businesses: Tax and Legal Aspects," Wiley Law Publications, 1985.
Cassettes: "Keeping What’s Yours, For Yourself and Your Family," American Management Associations, 1982. "Financing Growth in Today’s Economy," American Management Associations, 1982. Tax Planning for the Smaller Business," American Management Associations, 1982.
Tax Planning for the Smaller Business," American Management Association, 1981. "The Impact of the ’86 Tax Code on the Closely Held Business," (The Law Offices of Marc J. Lane), 1986. Due Diligence: Process, Participants and Liability (with others), College for Financial Planning, 1988.
Recipient of Illinois State Bar Association’s Lincoln Award, 1973 and 1977. Visiting Instructor in Optometric Jurisprudence, Illinois College of Optometry, Chicago, 1974-1982. President, Medico-Legal Institute, Inc., since 1974.
Member American Bar Association (profl.svc. corporation committee, volunteer legal expert Control and East European Law Initiative 1996), American Association of Retired Persons, National Association Securities Dealers Incorporated. (board arbitrators 1996, certified securities arbitrator 1996, general securities principal 1996, registered options principal 1997), Chicago Council Lawyers (past chairperson commission on corporation responsibility), Chicago Bar Association (commission on federal taxation), Illinois Bar Association (Lincoln award 1973-1977, certified outstanding service 1996, certified appreciation 1997), International Association Professional Finance Conss. Incorporated. (charter), National Academy Elder Law Attorneys Incorporated.
(chapters committee, chairman steering committee 1993-1994, president 1994-1995, director 1994-1996), International Association Finance Planning (practitioners" division 1991, certified investment specialist 1993, Distinguished.
Member award 1996), National Association Corporation Directors, Internat.Trade Association Greater Chicago, Chicagoland Chamber of Commerce, North Business and Industrial Council, Attorneys Title Guaranty Fund Incorporated.
Married Rochelle B. Nudelman, December 12, 1971. Children: Allison, Amanda, Jennifer.